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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$1.22M 12,768 +154 +1%
AIA
277
Angeles Investment Advisors
California
$1.22M 12,720 -180 -1%
CCP
278
Cassia Capital Partners
North Carolina
$1.21M 12,656 +2,653 +27%
EF
279
Empirical Finance
Pennsylvania
$1.2M 12,489 – –
IFAM
280
Institutional & Family Asset Management
Colorado
$1.18M 12,288 – –
SFS
281
Sowell Financial Services
Arkansas
$1.17M 12,189 +8,371 +219%
LBC
282
Lowe Brockenbrough & Co
Virginia
$1.15M 12,005 -70 -0.6%
Capital World Investors
283
Capital World Investors
California
$1.12M 11,804 -23,462 -67%
PFA
284
Pure Financial Advisors
California
$1.11M 11,591 +1,113 +11%
VFA
285
Valeo Financial Advisors
Indiana
$1.11M 11,525 +194 +2%
ECM
286
Evergreen Capital Management
Washington
$1.1M 11,500 +11,500 New
TWP
287
TFO Wealth Partners
Ohio
$1.08M 11,223 +111 +1%
KIA
288
KCM Investment Advisors
California
$1.07M 11,155 – –
MBT
289
Montecito Bank & Trust
California
$1.07M 11,118 – –
HL
290
Harding Loevner
New Jersey
$1.06M 11,070 -13,911 -56%
BWCS
291
Beirne Wealth Consulting Services
Connecticut
$1.06M 11,029 -61,617 -85%
EDRH
292
Edmond de Rothschild Holding
Switzerland
$1.06M 11,000 -2,900 -21%
FCBT
293
First Citizens Bank & Trust
North Carolina
$1.04M 10,836 +7,089 +189%
BWA
294
BDO Wealth Advisors
Florida
$1.03M 10,778 +391 +4%
V
295
Veritable
Delaware
$1.03M 10,720 -1,662 -13%
AWM
296
Aries Wealth Management
Maine
$1.03M 10,689 +295 +3%
HNWA
297
Henrickson Nauta Wealth Advisors
Michigan
$1.02M 10,602 -9 -0.1%
AA
298
Advisory Alpha
Michigan
$1.01M 10,568 +10,568 New
BAM
299
Berkshire Asset Management
Pennsylvania
$1.01M 10,556 – –
FEM
300
Fulcrum Equity Management
Texas
$1.01M 10,519 +2,818 +37%
10 11
12
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